Find your task on the left, do the action on the right. For more information, see Your Ziflow Dashboard and Video tutorial: Understand views in the Dashboard.

Check out Proof Creation and Management and Advanced Proof Management for a guided walkthrough

Available on: Free Standard Pro Enterprise

Differences between v1 and v2

If you're used to Dashboard v1, Dashboard v2 can feel unfamiliar at first. The layout is a little different, but everything you relied on is still there, often under a similar name. Use this table to find it.

In Dashboard v1	In Dashboard v2	What changed
Main menu	Main menu	Moved from top to left sidebar
Avatar and settings	Avatar and settings	Moved from top right to bottom left
Default & Favorite filters (Active proofs, My proofs, Proofs to review, Completed proofs)	View tabs	Same five starting views, now shown as tabs above the proofs list instead of a left-hand list. See Create and manage dashboard views.
Custom filters	Views with filters	Filters are still built the same way, you add criteria and save them, but a saved filter is now called a view, and it gets its own tab. See Create and manage dashboard views.
Custom Views (the dropdown with 11 column types)	Show columns	Choose and reorder which proof details appear, now reached by selecting Show above the list instead of a Customize View icon. Column choices still save with the active view. See Display Dashboard columns.
Filter proofs by account	Workspaces (Everything, General workspace, Shared workspace)	Same purpose, now a dedicated selector in the folder pane instead of a single toggle.
Folders	Folders	No change in concept. Folders still organize proofs and don't affect permissions.
Global Search	Global search	No change. Still searches proof fields, custom properties, reviewers, and file names from anywhere in the account.
Proof search (by name)	Proof search by name	No change.
Progress (SOCD letters)	Progress column	Same tracking (sent, opened, commented, decided), now a column you can show or hide instead of always-on.
Status	Status column	No change in meaning.
Decisions	Decisions column	No change.
Created	Created column	No change.
Proof Owner	Owner column	Renamed from "Proof Owner" to "Owner" as a column header; hover behavior (name and email) is the same.
Proof counter	View proof count	No change.
Quick add	New proof(s)	Same action, simplified to a single button rather than a menu of object types.
Expanded proof list view	Expanded view	Same layout option, now grouped with Grid and List as the display views instead of a separate toggle.
Bulk actions (checkboxes)	Bulk actions	No change, select multiple proofs with Shift or Ctrl, then choose an action.
Proof Details button	Proof details panel	No change in purpose.

New in Dashboard v2 and Proof Viewer v2

Some of what you'll see isn't a renamed version of anything from v1, it's new. These don't have a v1 equivalent to map from, so they're not in the table above:

• Next Asset to Review
• Unread Comments
• Electronic Signatures
• Color Separations
• Batch Review
• Brief information on a proof
• Proof Subscriptions
• @mention reviewers in other stages
• Show all markups on a proof
• ReviewAI (paid add-on)

Still can't find something?

Start in the Help Center. Type your question in the Search field. Our Quick answers feature provides answers and links.

If you are unable to find an answer in the Help Center, contact Ziflow Support. Moving to a new review experience can be confusing at first, and we can help you sort out anything specific to your account.

Related articles

• Simplify your Dashboard v2 view